Overview
In this role you will develop and defend differentiated bottom-up investment ideas on Japanese equities to support client portfolios. You will conduct proprietary research through meetings, calls, and data analysis to form high-conviction views and long-term catalysts. You’ll build deep company and market expertise, translate analysis into actionable recommendations, and collaborate with portfolio managers to incorporate ideas. You will work in a collaborative Global Equity team focused on rigorous valuation and independent thinking, with opportunities to impact portfolio construction and strategy.
Pay / Benefits
- flexible working options when possible
- opportunity to grow
- inclusive culture
- global team exposure
Responsibilities
- Generate differentiated bottom-up investment ideas across the Japanese equity market for client portfolios
- Conduct proprietary research via management meetings, industry calls, channel checks, conferences, filings, and data analysis to form insights
- Develop deep expertise on Japanese companies, industries, and market dynamics and identify catalysts and value drivers
- Build and maintain detailed financial models, including scenario and sensitivity analyses
- Translate fundamental analysis into clear investment recommendations for portfolio decisions
- Partner with portfolio managers to move ideas from research into portfolios
- Assess investment opportunities through valuation, competitive analysis, and risk assessment
- Communicate insights through written notes, presentations, and discussions with colleagues and clients
Key requirements
- equity research, buy-side, or sell-side experience with direct coverage of Japanese equities
- strong understanding of the Japanese equity market, governance, and drivers across sectors
- ability to generate, structure, and defend ideas supported by rigorous fundamental analysis
- advanced accounting, valuation, and financial modeling capabilities
- experience conducting company research through meetings, earnings analysis, and independent channels
- strong academic credentials in finance, economics, accounting, or related field; MBA or CFA preferred
- ability to synthesize complex information into clear, actionable investment recommendations
- excellent written and verbal communication skills; fluency in Japanese is essential
- critical thinker and self-starter with attention to detail and quality outcomes
- comfortable collaborating with portfolio managers while progressing work independently
- curiosity about applying AI to improve workflows with sound judgment
- critical thinking
- clear written and verbal communication
- team collaboration
- financial modeling
- scenario and sensitivity analysis
- valuation techniques
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